Account Type***** ***Account Owner******* ****Account Opps/Deals******** ***Closed Won • Nov 24**K $Closed
******** ******Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
Select FundingDirector of Sales and Revenue OperationsJan 16 - PresentRbc Wealth ManagementInvestment AdvisorJan 11- Jan 16Morgan StanleyFinancial AdvisorJan 08- Jan 10
Laura DubenionSales DirectorView Profile, laura dubenionMatt KarpowitzSr Director Sales OperationsView Profile, matt karpowitzJonathan OteroSales ManagerView Profile, jonathan otero